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Investment Partners’s Altria Group MO Stock Holding History

Investment Partners’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,924
Closed -$441K – 205
2022
Q3 		$441K Buy
+10,924
New +$477K 0.13% 146
2018
Q4 		– Sell
-2,120
Closed -$4.25K – 143
2018
Q3 		$4.25K Buy
+2,120
New +$126K 2.36% 10
2016
Q4 		– Sell
-6,128
Closed -$387K – 148
2016
Q3 		$387K Buy
+6,128
New +$407K 0.22% 107
2016
Q2 		– Sell
-6,306
Closed -$367K – 142
2016
Q1 		$367K Buy
+6,306
New +$381K 0.24% 105

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Investment Partners's MO Position: Q4 2022 in Review

Investment Partners sold out of Altria Group (MO) in Q4 2022, closing a stake of 10,924 shares — an estimated $441K sold.

Investment Partners first reported a position in MO in Q1 2016 and held it in 4 quarters. The position peaked at $441K in Q3 2022. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

  • Investment Partners reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 10,924 Altria Group shares in Q4 2022, an estimated $441K.
  • Investment Partners first reported a position in Altria Group in Q1 2016 and held it in 4 quarters.
  • Investment Partners's Altria Group position peaked at $441K in Q3 2022.
  • 1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.